3IP
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3Chopt Investment Partners’s Duke Energy DUK Stock Holding History

3Chopt Investment Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$875K Buy
6,916
+501
+8% +$63.2K 0.16% 110
2026
Q1 		$840K Buy
6,415
+160
+3% +$20K 0.19% 98
2025
Q4 		$733K Sell
6,255
-97
-2% -$11.8K 0.16% 109
2025
Q3 		$786K Sell
6,352
-76
-1% -$9.22K 0.18% 103
2025
Q2 		$759K Sell
6,428
-266
-4% -$31.4K 0.18% 107
2025
Q1 		$816K Buy
+6,694
New +$763K 0.21% 96
2024
Q3 		– Sell
-4,493
Closed -$450K – 104
2024
Q2 		$450K Buy
+4,493
New +$449K 0.14% 126
2024
Q1 		– Sell
-4,210
Closed -$409K – 97
2023
Q4 		$409K Buy
+4,210
New +$383K 0.15% 118
2023
Q3 		– Sell
-3,936
Closed -$353K – 85
2023
Q2 		$353K Sell
3,936
-410
-9% -$38.7K 0.18% 108
2023
Q1 		$419K Hold
4,346
– – 0.22% 102
2022
Q4 		$448K Buy
+4,346
New +$417K 0.24% 86

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3Chopt Investment Partners's DUK Position: Q2 2026 in Review

3Chopt Investment Partners increased its Duke Energy (DUK) stake by 7.8% in Q2 2026, buying an estimated $63.2K and bringing the position to 6,916 shares worth $875K. The position accounts for 0.16% of the portfolio, ranked #110.

3Chopt Investment Partners first reported a position in DUK in Q4 2022 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • 3Chopt Investment Partners held 6,916 shares of Duke Energy worth $875K as of Q2 2026.
  • 3Chopt Investment Partners bought 501 Duke Energy shares in Q2 2026, an estimated $63.2K.
  • Duke Energy made up 0.16% of 3Chopt Investment Partners's portfolio in Q2 2026, its #110 holding.
  • 3Chopt Investment Partners first reported a position in Duke Energy in Q4 2022 and has held it in 11 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.